Zoetis (ZTS) closed the most recent trading day at $149.79, moving -1.29% from the previous trading session. This move lagged the S&P 500's daily gain of 0.27%. On the other hand, the Dow registered a gain of 0.43%, and the technology-centric Nasdaq increased by 0.37%. The animal health company's shares have seen an increase of 1.83% over the last month, not keeping up with the Medical sector's gain of 6.54% and the S&P 500's gain of 1.85%.The investment community will be closely monitoring the performance ...

PresentationErin Wilson WrightEquity Analyst Good afternoon, everyone. Welcome to the Morgan Stanley Healthcare Conference. I'm Erin Wright, Healthcare Services analyst for more important disclosures, please see the Morgan Stanley research disclosure website at morganstanley.com/researchdisclosures. If you have any questions, please reach out to your Morgan Stanley sales representative. With that, we're happy to have Zoetis with us today. So thank you. We have CEO, Kristin Peck, as well as CFO, Wetteny Jose ...

Summary of Zoetis Conference Call Company Overview - **Company**: Zoetis - **Industry**: Animal Health - **Market Position**: Leading animal health company with a focus on innovation and commercial excellence, growing at an 8% CAGR since its IPO in 2013 compared to the overall animal health market growth of 5% [2][3] Key Industry Drivers - **Global Population Growth**: Increased demand for protein and pet ownership due to a rising middle class [2] - **Human-Animal Bond**: Changing roles of pets in households, leading to increased spending on pet health [3] Financial Guidance and Growth Expectations - **2025 Revenue Growth Target**: Raised to 6.5% to 8% from previous estimates, with a strong first half of 2023 showing 9% organic growth [6][7] - **Market Opportunities**: Significant untapped markets in dermatology, parasiticides, and osteoarthritis pain management [12][13] Product Pipeline and Innovations - **Pipeline Focus**: New products in renal and chronic kidney disease, cardiology, and oncology expected to launch in the coming years [4][5] - **Librela**: Acknowledged challenges in sales growth; strategies include educating veterinarians and pet owners about the product's benefits [29][30] - **Long-Acting Pain Products**: Expected approval for long-acting osteoarthritis pain products for dogs and cats, aimed at improving compliance [35][36] Competitive Landscape - **Parasiticides**: Simparica Trio continues to perform well, capturing a significant market share with 45% of the parasiticides market being triple combinations [41][42] - **Dermatology**: Anticipated competition in the dermatology space, but Zoetis remains confident in its market position due to high customer satisfaction and product differentiation [50][51] Market Trends and Consumer Behavior - **Veterinary Visits**: Overall veterinary visits have declined, but Zoetis has maintained growth through alternative channels, with 40% of sales from products sold outside clinics [22][24] - **Direct-to-Consumer Strategy**: Currently focused on selling through veterinarians, but open to exploring direct-to-consumer approaches in the future [27] Financial Performance and Margin Outlook - **Margin Expansion**: Companion animal products are expected to drive higher margins, with a focus on leveraging operational efficiencies [64][65] - **Tariff Exposures**: Ongoing monitoring of tariff impacts, with no significant updates since the last quarter [68] Future Opportunities - **Chronic Kidney Disease (CKD)**: A major market opportunity estimated at $3 billion to $4 billion, with potential for significant growth as treatments become available [55][56] - **Oncology**: Expected to be a $1.7 billion market, with increasing diagnostics driving growth [57][58] - **Livestock Innovations**: Focus on genetics and vaccines to meet consumer demand for healthier protein sources [59][60] Conclusion Zoetis is well-positioned in the animal health industry with a robust pipeline and strong market presence. The company is navigating challenges in product launches and market competition while focusing on growth opportunities in both companion and livestock segments.

My name is Myriam Hernandez Alvarez. I received the Electronics and Telecommunication Engineering degree from the Escuela Politecnica Nacional, Quito, Ecuador, the M.Sc. degree in computer science from Ohio University, Athens, OH, USA, a graduate degree in Business Management from Universidad Andina Simon Bolivar, Quito, Ecuador, and the Ph.D. degree in computer applications from the University of Alicante, Spain.Disclosure: I collaborate professionally with Edgar Torres H, who is also an author on Seeking ...

Zoetis Inc. ( ZTS ) is a global market leader in pet and livestock health products with an excellent growth profile and outlook. The dividend safety is rock-solid, and the firm systematically returns cash to shareholdersI am a self-taught individual investor and I have been investing in stocks for over 25 years. I focus on dividend growth investing with a long-term horizon since I believe in the compounding power of dividend growth investing. I generally look for undervalued large cap stocks with sustainabl ...

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These three healthcare stocks are poised to perform well over the coming years and will pay you dividends. The best part? You can own all three for under $1,000. 1. Zoetis Animal health can fly under the radar, but it's a massive industry. Zoetis (ZTS 1.17%) provides various drugs and other healthcare products used to treat companion animals and livestock across the world. The company continuously innovates with a portfolio spanning seven major product categories and approximately 300 product lines. Animal ...

Company Performance - Over the past decade, an investment in Zoetis (ZTS) would have grown by 227%, averaging an annual return of 12.6% [2] - However, the S&P 500 outperformed Zoetis with an average annual gain of 12.7% during the same period [2] - In shorter time frames, Zoetis shares have underperformed, with annual average declines of 18.7%, 4.25%, and 0.43% over the past one, three, and five years respectively [3] Growth Potential - Zoetis has significant growth potential, having been spun off from Pfizer in 2013 and now leading in market share across various animal health segments [4] - The company has made strategic acquisitions to enhance its market position [4] Resilience and Dividends - The company is considered somewhat recession-proof, as animal health care is essential for both livestock and pets [6] - Zoetis offers a dividend yield of 1.3%, with total annual payouts increasing from $0.50 in 2018 to $1.93 per share recently [7] - The current forward-looking price-to-earnings (P/E) ratio of 24 is below the five-year average of 32, suggesting shares may be undervalued [7]

There are plenty of strategies for discovering value stocks, but we have found that pairing a strong Zacks Rank with an impressive grade in the Value category of our Style Scores system produces the best returns. The proven Zacks Rank emphasizes companies with positive estimate revision trends, and our Style Scores highlight stocks with specific traits. Currently, Sandoz Group AG Sponsored ADR has a Zacks Rank of #2 (Buy), while Zoetis has a Zacks Rank of #3 (Hold). This system places an emphasis on compani ...

Welcome back. This morning we got second quarter results from Zoetas which showed the company beating estimates raising its guidance. The stock did close lower on weakness from Labrella.This is its osteoarthritis medication for dogs. But joining us now on set for an exclusive interview is Zoetta CEO Kristen Pat. Kristen, it's great to have you on.And it was it was a beat and raised quarter and yet shares were under pressure. I guess just walk me through what you're seeing with Labrella as that seems to be w ...